Editing Surveys

In this article

• About editing draft (or unpublished) surveys — quick start.
• The nitty-gritty details of editing.
  • Question editing.
  • Survey flow editing.
  • Previewing and collaborating.
• Editing Published vs. Draft surveys.
• Deleting survey elements.

Suggested next articles: Branding Surveys and Adding Logic to Questions.

About editing draft (unpublished) surveys — quick start

Editing Delighted Surveys is, in a word, intuitive. To jumpstart things:

If you make a change that you don't like, simply click ← Back to survey without saving! This is your escape hatch, allowing you to undo your changes — no harm done.

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The nitty-gritty details of editing

There are more than a dozen actions to take from the survey editing page. In this deep dive, we'll break the action down into these related categories: 

• Question editing
• Survey flow editing
• Previewing and collaborating

Question editing

Survey flow editing

Previewing and collaborating

These topics are covered in other sections in this Help Center, so clicking below will link you out to a complete article!

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1. Editing question text and answer choices

Editing the wording of a question

To edit the wording of a question or to fix a spelling error:

1

Tap the editing pencil (or simply click on the question)

2

Click inside the question text box → and make the changes to your text

3

Click Save question

Editing scale point labels

To replace the text used for your scale point labels:

1

Tap the editing pencil (or click on your question)

2

Select a label that needs changing

3

Enter the new label

4

Click Save question

Editing answer choice text

To edit or reenter an answer choice:

1

Tap the editing pencil (or just click the question)

2

Click the editing pencil → and delete the old answer

3

Enter the new answer → and click Add 

4

Click Save

Deleting answer choices

To delete answer choices:

1

Tap the editing pencil (or just click your question)

2

Tap the trash can icon → seen to the right of your target answer choice

3

Click Save question → found below the question

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2. Changing question settings, formats, and scale points

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3. Adding new questions

In this instance, we'll use a text question as our example. To add a new question to your survey:

1

Open your survey editing page 

2

Click Add another question

3

Enter your new question → ex. “What can we do to improve the agent experience?”

4

Choose a response format → ex. Text

5

Pick between Single and Multiple lines

6

Click Save question

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4. Moving questions up or down the survey flow

Hover over any question to reveal the move arrows. If the up or down arrow doesn't highlight, the question cannot be moved in that direction. For example:

• You can't move the first question up or the last question down
• You can't move a question tied to logic above the question where the logic is defined. (See 5. Adding 'branching' or 'conditional' logic.)

To move a question up or down in your survey flow:

1

Open your survey editing page 

2

Hover over any question → and reveal the move arrows

3

Tap the up or down arrows to reposition the selected question

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5. Adding 'branching' or 'conditional' logic 

Logic lets you display a 'conditional' question to respondents based on their answer to another question. (Click to read how to set up your conditional logic flow in this article — Adding Branch Logic to Questions.)

For example, following a 5 star or CSAT question, you can:

• Show unhappy respondents (1-3) a follow-up text question
• Redirect satisfied respondents (4-5) to the Thank you message — or show them a different follow-up question

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7. Adjusting survey settings (name, description, auto-advance)

Every survey needs a name! Two things to know about survey names:

Chances are, you’ll want to rename your survey, perhaps more than once! Plus, you can add an optional description to give the survey context. Both the name and the description appear on the Survey card in the index. 

The name Settings can be changed in two places: From the Survey editing page (as explained in the next set of steps) or from the Survey index card itself (as marked above). 

To rename a survey and add a description from the Survey editing page:

1

Open the survey from its survey card

2

Select the Survey name menu → found at the top of the page

3

Pick Settings

4

Enter the new name → ex. “Satisfaction survey”

5

Add an optional description → ex. “5 stars”

6

Click Save

7.5 Disabling auto-advance

By default, surveys will progress from one question to the next without the respondent needing to click the "next" button due to our auto-advance feature. This makes it easier for respondents to move through the survey quickly!

Auto-advance is set at the survey level and is turned on automatically. To disable auto-advance for a given survey:

1

Open your survey editing page

2

Click the survey name at the top of the page → and choose Settings

3

Toggle the auto-advance option to "off"

4

Click Save

Disable the auto-advance from the Survey index card

You can also disable the auto-advance by clicking Settings from the three dots menu in the corner of any Survey index card and completing steps 4 and 5 above.

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8. Adding a welcome message

The optional welcome message can personalize your survey, give survey takers context, and help improve response rates.

To add a welcome message:

1

Click Add a welcome message at the top of the survey flow

2

Enter your text → ex. "Please take our brief survey!"

3

Click Save message

4

Click the editing pencil icon to make corrections

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9. Modifying the default thank you message and adding a link

A thank you message appears at the end of each survey. The default message reads, “Thank you for your participation.” It’s quite easy to replace this default with a message of your own. 

To change the thank you message:

1

Click Add a thank you message

2

Alter the text in the Add your message here box → ex. “Thank you for completing our survey!”

3

Click Save message

4

Click the editing pencil to make subsequent corrections

Consider referring respondents to your website or another relevant location by adding a link to your thank you message.

Adding a link

To add your link to a thank you message:

1

Tap the editing pencil (or click on the thank you message card)

2

Scroll to Add an optional outgoing link

3

Enter your URL → ex. "https://surveys-help.delighted.com/"

4

Enter your link text in the second box → ex. “Click to learn more!”

5

Click Save message

6

Click the editing pencil to make subsequent corrections

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10. Deleting survey elements

To delete questions, welcome, and thank you messages:

1

Open your survey editing page

2

Hover over any question, welcome, or thank you message card

3

Tap the trash can

4

Click Yes, delete question → (or Confirm for welcome and thank you messages)

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Editing Published vs. Draft surveys

When reopening a survey from the Surveys index, if your target survey is a:

What can change in published surveys

To edit a published survey:

1

Open any Published survey

2

Click Edit survey to open the survey editing page

3

Make your changes as outlined in the above list

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